Purchases and Sales Made in Q2 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 2024. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
28+ 0.29% |
$4.6K - $5.35K
|
9.79K
$2.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27+ 0.82% |
$4.44K - $5.15K
|
3.33K
$946K
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
27+ 2.26% |
$4.44K - $5.15K
|
1.22K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
27+ 1.45% |
$4.44K - $5.15K
|
1.89K
$536K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 3.69% |
$4.44K - $5.15K
|
759
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
27+ 1.29% |
$4.44K - $5.15K
|
2.12K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27+ 0.15% |
$4.44K - $5.15K
|
17.6K
$5M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
26+ 4.75% |
$4.28K - $4.96K
|
573
$163K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
25+ 1.53% |
$4.11K - $4.77K
|
1.66K
$471K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 1.31% |
$4.11K - $4.77K
|
1.93K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
25+ 1.18% |
$4.11K - $4.77K
|
2.14K
$607K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
24+ 0.63% |
$3.95K - $4.58K
|
3.83K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24+ 0.55% |
$3.95K - $4.58K
|
4.42K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
24+ 0.14% |
$3.95K - $4.58K
|
17.4K
$4.94M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
24+ 1.79% |
$3.95K - $4.58K
|
1.36K
$387K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23+ 0.34% |
$3.78K - $4.39K
|
6.69K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23+ 0.07% |
$3.78K - $4.39K
|
35.3K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.24% |
$3.78K - $4.39K
|
9.54K
$2.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
22+ 0.42% |
$3.62K - $4.2K
|
5.23K
$1.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
22+ 0.7% |
$3.62K - $4.2K
|
3.15K
$895K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
22+ 0.17% |
$3.62K - $4.2K
|
12.6K
$3.58M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
21+ 1.33% |
$3.45K - $4.01K
|
1.61K
$455K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 0.17% |
$3.45K - $4.01K
|
12K
$3.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
21+ 0.3% |
$3.45K - $4.01K
|
6.95K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21+ 0.99% |
$3.45K - $4.01K
|
2.14K
$608K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20+ 0.8% |
$3.29K - $3.82K
|
2.53K
$719K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
20+ 0.41% |
$3.29K - $3.82K
|
4.87K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20+ 0.23% |
$3.29K - $3.82K
|
8.75K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
20+ 0.5% |
$3.29K - $3.82K
|
4.05K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
20+ 0.55% |
$3.29K - $3.82K
|
3.65K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
20+ 0.35% |
$3.29K - $3.82K
|
5.73K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
19+ 0.81% |
$3.12K - $3.63K
|
2.36K
$669K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
19+ 0.95% |
$3.12K - $3.63K
|
2.02K
$572K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19+ 1.02% |
$3.12K - $3.63K
|
1.88K
$533K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
19+ 0.15% |
$3.12K - $3.63K
|
12.5K
$3.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 0.35% |
$3.12K - $3.63K
|
5.4K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
19+ 0.02% |
$3.12K - $3.63K
|
80K
$22.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$2.96K - $3.44K
|
13.2K
$3.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 14.63% |
$2.96K - $3.44K
|
141
$40K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
16+ 0.35% |
$2.63K - $3.05K
|
4.62K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.75% |
$2.63K - $3.05K
|
2.16K
$613K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.9% |
$2.63K - $3.05K
|
1.8K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
16+ 1.03% |
$2.63K - $3.05K
|
1.57K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
16+ 0.08% |
$2.63K - $3.05K
|
20K
$5.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
16+ 0.69% |
$2.63K - $3.05K
|
2.34K
$663K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.53% |
$2.47K - $2.86K
|
2.85K
$810K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
15+ 0.63% |
$2.47K - $2.86K
|
2.38K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
15+ 0.5% |
$2.47K - $2.86K
|
3.02K
$857K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.81% |
$2.47K - $2.86K
|
1.86K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 1.12% |
$2.47K - $2.86K
|
1.36K
$386K
|